VP, Model Portfolios & Advisor Engagement

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Asset Management seeks a Model Portfolio Specialist to support client advisors and promote model portfolio offerings across the Central Division. You will collaborate with financial advisors to ensure effective communication and deployment of portfolio solutions.

The role emphasizes presenting market insights, driving adoption of model portfolios, and maintaining compliance with regulatory requirements. Occasional Midwest travel is expected.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• Series 7 and 63.

Responsibilities

• Manage a territory of advisors across the Central Division.
• Develop and maintain relationships with financial advisors in model portfolios.
• Engage with financial advisors over the phone, using screen sharing to promote model portfolios.
• Become an expert in Multi-Asset Solutions views, portfolio moves, performance, and positioning.
• Prepare and deliver presentations to clients and prospects highlighting model portfolio benefits.
• Stay informed about market trends and investment strategies to advise clients.
• Conduct 20 agenda-driven meetings per week with financial advisors.
• Collaborate with advisors to drive adoption of model portfolios.
• Ensure all client communications and portfolio recommendations comply with regulations.
• Work with marketing, sales, and operations to support promotion of model portfolios.

Skills

Investment principles

Asset allocation

Portfolio construction

Analytical skills

Communication skills

Education

Bachelor’s degree in Finance, Economics, Business, or a related field

Series 7 and 63

Job description

JPMorgan Asset Management seeks a Model Portfolio Specialist to support client advisors and promote model portfolio offerings across the Central Division. You will collaborate with financial advisors to ensure effective communication and deployment of portfolio solutions.

The role emphasizes presenting market insights, driving adoption of model portfolios, and maintaining compliance with regulatory requirements. Occasional Midwest travel is expected.